Avantax Advisory Services’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
4,751
-3,436
| -42% | -$600K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $1.42M | Sell |
8,187
-17
| -0.2% | -$2.96K | 0.01% | 919 |
|
|
2024
Q4 | $1.36M | Buy |
8,204
+2,355
| +40% | +$389K | 0.01% | 902 |
|
|
2024
Q3 | $990K | Buy |
5,849
+189
| +3% | +$32K | 0.01% | 1030 |
|
|
2024
Q2 | $864K | Buy |
5,660
+411
| +8% | +$62.7K | 0.01% | 1064 |
|
|
2024
Q1 | $817K | Buy |
5,249
+718
| +16% | +$112K | 0.01% | 831 |
|
|
2023
Q4 | $657K | Sell |
4,531
-220
| -5% | -$31.9K | 0.01% | 871 |
|
|
2023
Q3 | $634K | Sell |
4,751
-2,172
| -31% | -$290K | 0.01% | 850 |
|
|
2023
Q2 | $973K | Buy |
6,923
+1,457
| +27% | +$205K | 0.01% | 688 |
|
|
2023
Q1 | $748K | Buy |
5,466
+1,146
| +27% | +$157K | 0.01% | 761 |
|
|
2022
Q4 | $586K | Buy |
4,320
+1,945
| +82% | +$264K | 0.01% | 800 |
|
|
2022
Q3 | $293K | Sell |
2,375
-593
| -20% | -$73.2K | ﹤0.01% | 1025 |
|
|
2022
Q2 | $389K | Sell |
2,968
-137
| -4% | -$18K | 0.01% | 888 |
|
|
2022
Q1 | $447K | Buy |
3,105
+272
| +10% | +$39.2K | 0.01% | 831 |
|
|
2021
Q4 | $427K | Buy |
2,833
+100
| +4% | +$15.1K | 0.01% | 817 |
|
|
2021
Q3 | $365K | Buy |
2,733
+11
| +0.4% | +$1.47K | 0.01% | 835 |
|
|
2021
Q2 | $361K | Sell |
2,722
-116
| -4% | -$15.4K | 0.01% | 830 |
|
|
2021
Q1 | $356K | Buy |
2,838
+33
| +1% | +$4.14K | 0.01% | 740 |
|
|
2020
Q4 | $337K | Sell |
2,805
-17,396
| -86% | -$2.09M | 0.01% | 680 |
|
|
2020
Q3 | $2.19M | Buy |
20,201
+15,448
| +325% | +$1.67M | 0.04% | 349 |
|
|
2020
Q2 | $484K | Sell |
4,753
-150
| -3% | -$15.3K | 0.01% | 489 |
|
|
2020
Q1 | $442K | Buy |
4,903
+2,420
| +97% | +$218K | 0.01% | 465 |
|
|
2019
Q4 | $283K | Buy |
+2,483
| New | +$283K | 0.01% | 646 |
|